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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,469 | $168,635-78.4% | $147,617-75.3% | $125,389-70.9% |
| Participation rate | 93.3% | 88.8%+4.6pp | 84.6%+8.7pp | 83.2%+10.1pp |
| Annual return | 1.36% | 77.65%-76.3pp | 61.98%-60.6pp | 282.24%-280.9pp |
| Employer contribution / active EE | $2,198 | $6,252-64.8% | $5,564-60.5% | $4,866-54.8% |
| Participant deferral / active EE | $3,973 | $5,507-27.8% | $4,895-18.8% | $5,352-25.8% |
| Admin fee / account holder | $1,237 | $13,580-90.9% | $11,612-89.3% | $9,541-87.0% |